Advanced Excel and Power BI
This course is aimed at exposing participants to the use of excel and Power BI tools, formulas and features in intensive data analysis
COURSE OUTCOMES
At the end of the course, students should be able to
- Apply advanced formulas to lay data in readiness for analysis
- Use advanced techniques for report visualizations in Excel and Power BI
- Leverage on various methodologies of summarizing data
- Understand and apply basic principles of laying out Excel and Power BI models for decision making
- Understanding the Power BI environment and its three Views.
- Designing Power BI visuals and reports.
OBJECTIVES OF THE COURSE:
- To equip students with the ability to use complex Excel functions and formulas for data analysis, financial modelling, and decision-making.
- To teach students how to create dynamic and visually appealing dashboards and reports in Power BI
- To enable students to efficiently manage, clean, and manipulate large datasets using both Excel and Power BI tools.
- To introduce techniques for integrating Excel with other applications and automating repetitive tasks using VBA (Visual Basic for Applications) and Power Query.
- To provide hands-on experience with real-world datasets to prepare students for practical challenges they will face in professional settings.
COURSE SYLLABUS:
Data Cleaning and Preparation, Working with Large Datasets, Advanced Filtering and Sorting
Techniques, Using Excel Tables for Data Management, Data Consolidation and Analysis
PivotTables and Pivot Charts, Slicers and Timelines, Data Analysis Tools: Using Goal Seek, Solver, and Data Tables for scenario analysis. Conditional Formatting: Advanced techniques
for highlighting data patterns and trends. Advanced Charting: Creating and customizing
advanced chart types (e.g., Waterfall, Funnel, Combo Charts).
Logical formulas on excel, Math formulas in excel, Lookup and Reference formulas in excel,
Stats formulas in excel, Text formulas in excel, Date and Time formulas in excel, Formulas mix and match (10 examples), Named ranges in excel, Data validation in excel, What-If Analysis: Using Data Tables, Scenario Manager, and Goal Seek for advanced what-if analysis, Data Consolidation, Dashboard Creation.
Getting Started with Power BI Desktop, Importing and Transforming Data, Data Modeling in
Power BI, Creating Basic Visualizations, Publishing Reports to Power BI Service
Advanced Data Modeling (DAX, Calculated Columns, Measures), Advanced Visualization
Techniques, Using Power Query for Data Transformation, Custom Visuals in Power BI, Power
BI Integration with Excel, Using Excel as a Data Source for Power BI, Case Studies and Project
Work.